How to Create a Stamp Card

Application review pending. Current permissions and product version are unverified.

Screenshots show the current editor using an existing active example card. Some controls are locked after activation; the example values are not required settings. Click an image to enlarge it.

Upon successful login, navigate to the left-hand menu.
From the list of modules, click the Cards icon. Doing so opens the Cards module.
Here, you can either create a card using a template from a list of a wide range of pre-loaded templates or create one from scratch. To develop a better understanding, we will take a look at card creation from scratch.
To do so, click the From scratch button.

This initiates the stamp card creation workflow. A card is created by filling in the details in 5 sections that include Card Type, Settings, Design, Information, and Save and preview. Let us take a look at how each section works.

Card Type

This is the first section. Here, you make a selection regarding the type of card you want to create.
From the available card types, click Stamp.
Once selected, click the Continue button. As a result, you land on the Settings section.

Settings

The current Settings panel also includes Barcode type, Reward Program, Reward name and Reward type. Set these for your own programme.

Choose language and validity

Here, choose the language in which you want to create the stamp card using the Language dropdown.

Select the expiration date for the stamp card using the radio buttons under the Card Expiration Date heading.

Choose the card validity that fits your programme. Unlimited, Fixed term and Fixed term after card issuing are the available options. The screenshot shows the existing example with Unlimited selected; a fixed expiry is not required for every programme.
Similarly, select the stamp validity using the radio buttons under Stamp Life heading. In case you choose Fixed term after stamp earned, the Term dropdowns are displayed.
Use Term to set the stamp lifetime and its unit. The example shows 6 Months; choose the value appropriate for your programme.

Choose locations and customer fields

Set the location(s) of your business where the card can be used from the Locations field. Multiple selections can be made from here.

Next up is the Card Issuing Form heading. Here, you can define the fields you want to include on the stamp card.
Use the Field Type dropdown to select the type of field you are adding.
Similarly, enter the name of the field in the Field Name text field.
In case you want to make a field mandatory, enable the Required toggle.
Similarly, if you want to record unique data in a field, enable the Unique toggle.
In case you want to remove a field, click the Remove button.
Similarly, if you want to create a new field, click the Add field button. This adds a new field from where you can select the field type and enter the name of the field for it to be added on the card.

Optional channel links and additional settings

This is followed by the UTM field. Here, you can create a channel link for the analytics to be tracked of the traffic generated by that channel. For instance, if you add Facebook in this field, Loyaltymaster will generate a URL automatically associated to a UTM tag.
Use the Source Name to record the name of the channel.
Once entered, click the Add a link with UTM Tag button.

Moving forward, the Phone Mask dropdown lets you choose a region via which you want to mask the communication calls.

In case you want to include the privacy policy on the card, enable the toggle button next to the Privacy Policy heading. Moreover, you can also edit the privacy policy using the field below the heading.
In case you want to include consent while processing personal information of the user, enable the toggle button next to Consent to the processing of personal data heading.

If you want to include a customized script for analytics, you can include this script in the Analytics field.

Once the required fields are filled, click the Continue button. This takes you to the Design section.

Design

The current file upload buttons are labelled file...; the steps below refer to these as Select File.

This section lets you configure the design of the stamp card.

Choose stamp count and appearance

Starting off, choose the number of stamps at which the reward can be redeemed from the Stamp Count heading.

Use the Active Stamp dropdown to select the icon for representing how the active stamp would appear.
Similarly, use the Inactive Stamp dropdown to choose the icon representing an inactive stamp.
In case you want to upload an icon from your system storage for an active stamp, click the Select File button under the Active Stamp dropdown.
Similarly, clicking the Select File button under the Inactive Stamp dropdown lets you choose an icon for inactive stamp from your system storage.

Add brand images and colours

Click the Select File button from the Logo heading to choose a logo to be displayed on the card and on the release form from your system storage.
Similarly, click the Select File button from the Icon heading to choose an icon from your system storage to be displayed in the push messages.
Choose an icon from your system storage for the background under the stamps by clicking the Select File button under the Background under stamps heading.

From the Colors section, you can set the colors for Card Background, Text Color, Stamp Background, Outline Color, Active Stamp, Inactive Stamp, and Background under stamp.

Choose displayed fields

From the Fields Name heading, you can use the Field dropdown to select the type of field that appears on the card.
Similarly, the Field Name field allows you to enter what text appears on the card in the defined field.
In case you want the logo to appear on the Card Issuing Form, enable the Show logo at card issuing form toggle button.
Similarly, enable the Show background color on card issuing form toggle button in case you want the background color to appear on the card issuing form.

Once all the selections are made, click the Continue button. Resultantly, you land on the Information section.

Information

This section lets you fill relevant information in the card. The impact of each field can be viewed in the mobile screen preview displayed on the right side of the screen.

Describe earning rules and rewards

Use the Card Description field to enter a short description of the card.
Use the How to earn a stamp to define how a customer would earn a stamp.
Use the Company Name field to enter the name of your business.
Enter the details of the reward using the Reward Details field.
Use the Earned Stamp Message field to enter the message to be displayed when customer earns a stamp.
Similarly, enter the message to be displayed when customer earns a reward using the Earned reward message field.

Choose issuing stamps and reward options

Moving further, define the number of stamps awarded when a card is issued using Number of stamps when issuing a card. This field is now in Settings. It is locked on the active example shown below.

Use the Multi Rewards field to enter the number of stamps separated by a comma (3,6,9) to issue multiple rewards on a defined number of earned stamps.

In case you want the earned rewards to be redeemed automatically, select Yes from the Redeem Rewards Automatically? heading.

Optional referral programme

Choose whether you want to activate the referral program using the Active and Inactive radio buttons under the Referral Program heading.
Define when the bonus is issued to a customer from the options available under the Get bonus at the moment when heading.
Choose how many stamps a customer earns upon sharing their card via the referral program using the Stamps count for referrer heading.
Similarly, choose the number of stamps a new customer earns upon registering via the referral program using the count icons under the Stamps count for new customer heading.

Add links and terms

From the Active Links heading, choose the type of link you want to include on the card using the Type dropdown. The available options include URL, Phone, Email, and Address.
Enter the website URL in the Link field.
Enter the text to appear on the card using the Text field.
To remove an active link, click the Remove button.
To add another link, click the Add Link button. This adds a new row for another link to be recorded.

Similarly, use the link type dropdown and link fields under the Feedback Links heading to add your business links for the customer reviews to be recorded.

In case you want to include Terms of use on the card, enable the toggle button next to Terms of Use heading.
Enter any terms of use you want to include on the card using the Terms of Use field.
Use the Link to full terms and conditions field to provide a link to the complete T&Cs of your business.

Issuer details and activation

Use the Company Name, Email, and Contact Number fields under the Issuer Information heading to record the card issuer details to be displayed at the back of the card.
To activate the template, click the Activate button under the card preview.
Once the details are recorded, click the Finish button.

Save & Preview

The final creation and activation instructions below are retained from the earlier guide. This screenshot review did not exercise Finish, Save and preview or activation on the live example card; those creation-only screens are not illustrated here.

As the Finish button is clicked, the Preview popup is displayed.
From here, you can scan the QR code of the card.
To copy the link of the card, click the Copy link button.
Click the Activate Card button to activate the card.

How to Create a Stamp Card

Before You Start

Card Type